Hi Peter! Can you please tell me how to import a CSV file (from Shopify) into my accounts so I don’t have to re-enter all income received? Thank you, Clare

Hi Peter! Can you please tell me how to import a CSV file (from Shopify) into my accounts so I don’t have to re-enter all income received? Thank you, Clare

1 answer

Peter Connor Staff November 16, 2016
Public

Hi Clare,
You can create a bank account called Shopify. Then do an bank statement import, and select ‘other’ from the list of banks. 
Then copy your data from Shopify into the spreadsheet making sure not to change the column headers, nor the data format. Then import that CVS into that Shopify bank account and follow the workflows. 
Or you can just create a single invoice every day/week/month for the total amount in Shopify. 
* Remember shopify take a cut, so your items sold for 100 will actually from an accounting point of view only be 95 and a bill will be 5 for shopify fees. 
Hope that helps. 

Pete 

#answer-4432
  1. Hi Pete, that's really helpful, thank you very much! Cheers, Clare
  2. Peter Connor November 16, 2016
    Sure, anything else let me know.

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